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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
1951
O'Dell Group
Ohio
$142K +$144K +1,625 New
PCFFS
1952
Pacific Center for Financial Services
California
$141K – – –
JPLA
1953
Joseph P. Lucia & Associates
New York
$139K – – –
SSC
1954
Syverson Strege & Co
Iowa
$138K +$26.2K +297 +23%
SWM
1955
Sugarloaf Wealth Management
Georgia
$137K +$88 +1 +0.1%
WIM
1956
Westside Investment Management
California
$136K -$59.5K -674 -3%
HCP
1957
Hexagon Capital Partners
Arkansas
$135K -$35.3K -400 -21%
VCM
1958
Vigilant Capital Management
Maine
$135K +$10.8K +122 +9%
MRCM
1959
M&R Capital Management
New Jersey
$134K – – –
TAIM
1960
TD Ameritrade Investment Management
Nebraska
$134K +$44.9K +508 +29%
HWA
1961
HHM Wealth Advisors
Tennessee
$132K -$91.5K -1,036 -41%
PSB
1962
Piscataqua Savings Bank
New Hampshire
$132K – – –
NOI
1963
Newton One Investments
Delaware
$130K +$530 +6 +0.4%
LWCFA
1964
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$129K -$9.19K -104 -7%
CFO
1965
CVA Family Office
Colorado
$123K -$142K -1,609 -44%
CH
1966
Canton Hathaway
Rhode Island
$121K +$51.7K +585 +73%
AIM
1967
Acropolis Investment Management
Missouri
$120K – – –
SN
1968
Sittner & Nelson
Oregon
$120K – – –
TC
1969
Trust Company
Kansas
$117K – – –
ALAM
1970
Asahi Life Asset Management
Japan
$116K -$808K -9,150 -87%
CFFP
1971
Center for Financial Planning
Michigan
$115K – – –
HDIM
1972
Hanson & Doremus Investment Management
Vermont
$115K +$13.1K +148 +13%
WWMSC
1973
Wagner Wealth Management (South Carolina)
South Carolina
$114K -$13.2K -149 -11%
SWM
1974
Selective Wealth Management
Virginia
$113K +$97.2K +1,100 +550%
TF
1975
TimeScale Financial
Massachusetts
$112K -$8.48K -96 -7%
77 78
79
80 81